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Floyd Financial Group’s Uber UBER Stock Holding History

Floyd Financial Group’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Sell
20,498
-550
-3% -$40.3K 0.96% 28
2026
Q1 		$1.63M Buy
21,048
+361
+2% +$27.8K 1.08% 28
2025
Q4 		$1.53M Buy
20,687
+801
+4% +$72.1K 1.03% 28
2025
Q3 		$1.87M Buy
19,886
+325
+2% +$30.4K 1.39% 24
2025
Q2 		$1.83M Buy
19,561
+10,280
+111% +$846K 1.69% 19
2025
Q1 		$676K Buy
+9,281
New +$669K 0.61% 40

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

Floyd Financial Group's UBER Position: Q2 2026 in Review

Floyd Financial Group reduced its Uber (UBER) stake by 2.6% in Q2 2026, selling an estimated $40.3K and leaving 20,498 shares worth $1.48M. The position accounts for 0.96% of the portfolio, ranked #28.

Floyd Financial Group first reported a position in UBER in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.87M in Q3 2025. 1,014 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Floyd Financial Group held 20,498 shares of Uber worth $1.48M as of Q2 2026.
  • Floyd Financial Group sold 550 Uber shares in Q2 2026, an estimated $40.3K.
  • Uber made up 0.96% of Floyd Financial Group's portfolio in Q2 2026, its #28 holding.
  • Floyd Financial Group first reported a position in Uber in Q1 2025 and has held it in 6 quarters since.
  • Floyd Financial Group's Uber position peaked at $1.87M in Q3 2025.
  • 1,014 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Floyd Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.